US12355919B2 - Techniques for data matching in a contact center system - Google Patents
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- US12355919B2 US12355919B2 US18/666,310 US202418666310A US12355919B2 US 12355919 B2 US12355919 B2 US 12355919B2 US 202418666310 A US202418666310 A US 202418666310A US 12355919 B2 US12355919 B2 US 12355919B2
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/23—Updating
- G06F16/2365—Ensuring data consistency and integrity
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/27—Replication, distribution or synchronisation of data between databases or within a distributed database system; Distributed database system architectures therefor
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q10/06311—Scheduling, planning or task assignment for a person or group
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q10/06315—Needs-based resource requirements planning or analysis
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/01—Customer relationship services
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- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M3/00—Automatic or semi-automatic exchanges
- H04M3/42—Systems providing special services or facilities to subscribers
- H04M3/50—Centralised arrangements for answering calls; Centralised arrangements for recording messages for absent or busy subscribers ; Centralised arrangements for recording messages
- H04M3/51—Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing
- H04M3/523—Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing with call distribution or queueing
- H04M3/5232—Call distribution algorithms
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- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M3/00—Automatic or semi-automatic exchanges
- H04M3/42—Systems providing special services or facilities to subscribers
- H04M3/50—Centralised arrangements for answering calls; Centralised arrangements for recording messages for absent or busy subscribers ; Centralised arrangements for recording messages
- H04M3/51—Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing
- H04M3/523—Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing with call distribution or queueing
- H04M3/5232—Call distribution algorithms
- H04M3/5234—Uniform load distribution
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- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M2203/00—Aspects of automatic or semi-automatic exchanges
- H04M2203/55—Aspects of automatic or semi-automatic exchanges related to network data storage and management
- H04M2203/551—Call history
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- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M2203/00—Aspects of automatic or semi-automatic exchanges
- H04M2203/55—Aspects of automatic or semi-automatic exchanges related to network data storage and management
- H04M2203/555—Statistics, e.g. about subscribers but not being call statistics
- H04M2203/556—Statistical analysis and interpretation
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- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M2203/00—Aspects of automatic or semi-automatic exchanges
- H04M2203/55—Aspects of automatic or semi-automatic exchanges related to network data storage and management
- H04M2203/558—Databases
Definitions
- This disclosure generally relates to analyzing contact center data and, more particularly, to techniques for data matching in a contact center system.
- a typical contact center algorithmically assigns contacts arriving at the contact center to agents available to handle those contacts.
- the contact center may have agents available and waiting for assignment to inbound or outbound contacts (e.g., telephone calls, Internet chat sessions, email).
- the contact center may have contacts waiting in one or more queues for an agent to become available for assignment.
- contacts are assigned to agents ordered based on time of arrival, and agents receive contacts ordered based on the time when those agents became available.
- This strategy may be referred to as a “first-in, first-out”, “FIFO”, or “round-robin” strategy.
- other strategies may be used, such as “performance-based routing”, or a “PBR” strategy.
- contacts are paired with agents using a “behavioral pairing”, or a “BP” strategy, under which contacts and agents may be deliberately (preferentially) paired in a fashion that enables the assignment of subsequent contact-agent pairs such that when the benefits of all the assignments under a BP strategy are totaled they may exceed those of FIFO and other strategies such as performance-based routing (“PBR”) strategies.
- BP is designed to encourage balanced utilization of agents within a skill queue while nevertheless simultaneously improving overall contact center performance beyond what FIFO or PBR methods will allow. This is a remarkable achievement inasmuch as BP acts on the same calls and same agents as FIFO or PBR methods, utilizes agents approximately evenly as FIFO provides, and yet improves overall contact center performance.
- BP is described in, e.g., U.S. Pat. No. 9,300,802, which is incorporated by reference herein. Additional information about these and other features regarding the pairing or matching modules (sometimes also referred to as “SATMAP”, “routing system”, “routing engine”, etc.) is described in, for example, U.S. Pat. No. 8,879,715, which is incorporated by reference herein.
- a BP strategy may use the outcomes of interactions between contacts and agents to build and iteratively improve pairing models.
- outcome records may be stored separately and in an unstructured/unrelated manner relative to information stored about contact assignments to agents.
- the techniques may be realized as a method for data matching in a contact center system comprising determining, by at least one computer processor communicatively coupled to and configured to operate in the contact center system, an interaction event time associated with a historical contact interaction; determining, by the at least one computer processor, an outcome event time associated with a historical contact interaction outcome; analyzing, by the at least one computer processor, the interaction event time and the outcome event time to determine a correlation; and matching, by the at least one computer processor, the historical contact interaction with the historical contact interaction outcome based on the correlation.
- the interaction event time may be a time window, and the outcome event time may be a timestamp.
- Agent 130 A may update the contact's records in one of the databases to reflect the resolution of the call, such as a refund or courtesy credit, an upgrade or downgrade in services, a cancellation of services, or a request to a dispatch center system to schedule a “truck roll” or field agent to attend to the contact's support request.
- data matching module 140 is communicatively coupled with each of the historical assignment database 210 , the contact center database 220 , the CRM database 230 , and the outcome records database 240 .
- a BP module may need to generate a new pairing model, update an existing pairing model with new data, or benchmark the performance of a BP strategy against the performance of another strategy such as FIFO or PBR.
- data matching module 140 may retrieve and match data from at least two disparate or unstructured data sources.
- each database may contain structured data; however, the data may not be structured or otherwise related or linked to the data in another database or other storage location.
- a database store on one system may be in a different time zone or otherwise out of time synchronization with another database store on another system.
- the data matching module 140 may use various techniques for mapping or matching events logged in one database with corresponding events logged in another database. For example, in the call center domain (assuming one caller per agent at a given time), the call start and end time, and an identifier for the agent on the call, may establish a call event across all databases. Additionally, sometimes the call event may extend past the recorded end/disconnect time, such as when an agent takes time after disconnecting from a call to complete a transaction or other record-updating process. The various heuristics or other techniques used by the data matching module 140 may vary from one process or context to the next and across different contact center systems.
- data matching module 140 may assign a probability to a candidate outcome and interaction event. Even if only one such pairing is found for a given interaction event, the match may be accepted or rejected depending on whether the probability exceeds a predetermined threshold (e.g., greater than 50%, 90%, 99.99% likelihood of the match being correct).
- a predetermined threshold e.g., greater than 50%, 90%, 99.99% likelihood of the match being correct.
- under-constraining the analysis by the data matching module 140 may produce a higher match rate, providing more data but less accurate data. In other embodiments, over-constraining the analysis (i.e., rejecting more matches) may produce a lower match rate, providing less data but more accurate data. For a given degree of constraint and a given mapping resulting from the given constraint, the data matching module 140 may determine a measure of the match rate and/or a measure of the accuracy of the matched data.
- Data matching module 140 may be trained to identify and flag potential data issues. For example, it is unlikely for an experienced agent to have zero sales. If an outcome records database suggests that an agent has zero sales, it is more likely that there was an error recording the identity of the agent than that the agent struck out with a 0% conversion rate during the agent's shift. The data matching module 140 may flag this problem so that the contact center system 200 may analyze the problem or raise the issue to a contact center system administrator for troubleshooting.
- FIG. 3 shows a flow diagram of a data matching method 300 according to embodiments of the present disclosure.
- Data matching method 300 may begin at block 310 .
- an outcome event time associated with a historical contact interaction outcome may be determined.
- the data matching module may retrieve sets of records from various databases such as a CRM database 230 ( FIG. 2 ) and/or an outcome records database 240 ( FIG. 2 ).
- the data matching module may determine the outcome (or “result”) time of the interaction outcome. If the interaction was a telephone call in a sales queue, the interaction outcome event time may be a time at which a sales transaction was completed. Depending on the environment, the sales transaction could be completed, for example, during the call (e.g., prior to—but close to—the end time of the call), or it could be completed shortly after the end time of the call.
- one or more interaction event times determined at block 310 may be analyzed in conjunction with one or more outcome event times determined at block 320 to determine correlations between a pair of an interaction event time and an outcome event time.
- additional data fields may be used to eliminate certain candidate pairs or increase the probability/likelihood that a candidate pair is a correct match. For example, if agent identifiers are stored in both the interaction database and the outcome database, the agent identifier field may be used to eliminate pairs for which the agent identifiers do not match.
- the data matching module may apply various heuristics and other statistical analysis or machine learning techniques to the data sets to determine correlations for candidate pairs such as those described above with reference to FIG. 2 . Having determined one or more correlations for one or more candidate pairs of interaction event times and outcome event times, data matching method 300 may proceed to block 340 .
- one or more candidate pairs may be deemed a correct match (e.g., if the correlation or probability of correctness exceeds a predetermined threshold degree of likelihood).
- the historical contact interaction outcome may be matched with the historical contact interaction.
- Matched pairs of interactions and interaction outcomes may be processed (or stored for later processing) by the data matching module or another module (such as a BP module or a benchmarking module) to create or improve a pairing model, or to assess the performance of one pairing strategy against another.
- data matching method 300 may end. In some embodiments, data matching method 300 may return to block 310 for further processing of new or otherwise additional interaction events and outcome events.
- Such instructions may be stored on one or more non-transitory processor readable storage media (e.g., a magnetic disk or other storage medium), or transmitted to one or more processors via one or more signals embodied in one or more carrier waves.
- processor readable storage media e.g., a magnetic disk or other storage medium
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Abstract
Description
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Priority Applications (1)
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| US18/666,310 US12355919B2 (en) | 2017-11-29 | 2024-05-16 | Techniques for data matching in a contact center system |
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| US15/826,093 US11399096B2 (en) | 2017-11-29 | 2017-11-29 | Techniques for data matching in a contact center system |
| US17/845,692 US11743388B2 (en) | 2017-11-29 | 2022-06-21 | Techniques for data matching in a contact center system |
| US18/351,914 US12022029B2 (en) | 2017-11-29 | 2023-07-13 | Techniques for data matching in a contact center system |
| US18/666,310 US12355919B2 (en) | 2017-11-29 | 2024-05-16 | Techniques for data matching in a contact center system |
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| US11625655B2 (en) * | 2018-11-14 | 2023-04-11 | Servicenow, Inc. | Workflows with rule-based assignments |
| WO2021158436A1 (en) | 2020-02-03 | 2021-08-12 | Afiniti, Ltd. | Techniques for behavioral pairing in a task assignment system |
| WO2024259168A1 (en) * | 2023-06-15 | 2024-12-19 | Afiniti, Ltd. | Systems and methods for efficiently determining minimum amounts of data for accurate model validation |
| US12445558B2 (en) | 2023-06-28 | 2025-10-14 | Isbei Ltd. | Method, system, and article of manufacture for benchmarking pairing strategies in contact center system |
| CN117676019A (en) * | 2023-11-30 | 2024-03-08 | 亿势倍有限公司 | Method, system and article of manufacture for pairing contacts with agents in a contact center system |
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| US20190166254A1 (en) | 2019-05-30 |
| AU2018376951A1 (en) | 2019-07-25 |
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| CN118474258A (en) | 2024-08-09 |
| CA3071224A1 (en) | 2019-06-06 |
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| US20230362303A1 (en) | 2023-11-09 |
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| US11743388B2 (en) | 2023-08-29 |
| CN118278699B (en) | 2024-11-01 |
| EP3493127A1 (en) | 2019-06-05 |
| JP2021504984A (en) | 2021-02-15 |
| JP2023105208A (en) | 2023-07-28 |
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| CN118278698B (en) | 2025-05-06 |
| US20240305717A1 (en) | 2024-09-12 |
| US12022029B2 (en) | 2024-06-25 |
| CN118278698A (en) | 2024-07-02 |
| CN110383310B (en) | 2024-06-14 |
| CN110383310A (en) | 2019-10-25 |
| KR102477567B1 (en) | 2022-12-15 |
| JP7346301B2 (en) | 2023-09-19 |
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| US11399096B2 (en) | 2022-07-26 |
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